Flowsana provides the ability to duplicate or copy all of a project's rules over to another project, thus saving you the considerable time and effort of recreating the same rules in multiple projects.
How to duplicate a project's rules:
- If you have multiple rules that you've created for a project, and you want to duplicate or copy those same rules over to another project, go to My Workflows on the Flowsana website. Click Add another Flowsana workflow . Select the Rule Workflow option, then select Duplicate all rules from one project to another. In the dropdown lists, select the project containing the rules that you want to copy (only projects containing rules will be listed here), and the project to which you want the rules copied. Click the Duplicate Rules button.
- Wait a few minutes until you get an email that the project has been fully prepared by Flowsana. That’s it! Your rule-based automation will now be in effect.
Additional notes about rule duplication:
- You can re-do a duplication operation from a given project to another project whenever you need to. When you re-do a duplication between two projects, Flowsana removes any existing rules you previously duplicated from that source project and then re-copies the rules. This means that if you add or remove rules over time, and want those updates to be applied to another project, you can simply re-copy whenever needed and not have to worry about having duplicate rules created.
- When you duplicate a rule that has a section in its condition and/or action, Flowsana automatically knows to find the equivalent section of the same name in the destination project. If there is no section with that name in the destination project, it will send an email notifying you of that issue, and it does not copy that rule. To resolve the issue, create a section with the missing name in the destination project and then re-do the duplication operation.
- For a user who is linked to another user's "master" Flowsana account, their list of available projects to copy rules from will include workflows in the "master" user's account in addition to their own. An "Account" column will be displayed so they can easily see, and filter based on, whose account the projects are in.